up_list_accounts
Retrieve and display all banking accounts for authenticated users, including balances, account types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership details. Filter results by account type or ownership type to organize financial information.
Instructions
List all accounts for the authenticated user. Returns account balances, types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership information.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountType | No | Filter by account type | |
| ownershipType | No | Filter by ownership type |
Implementation Reference
- src/index.ts:397-411 (handler)The MCP tool handler for 'up_list_accounts' which parses arguments, calls UpApiClient.listAccounts, and returns the JSON-formatted result.case "up_list_accounts": { const args = request.params.arguments as { accountType?: "SAVER" | "TRANSACTIONAL" | "HOME_LOAN"; ownershipType?: "INDIVIDUAL" | "JOINT"; }; const result = await client.listAccounts(args); return { content: [ { type: "text", text: JSON.stringify(result, null, 2), }, ], }; }
- src/index.ts:227-246 (registration)Registration of the 'up_list_accounts' tool in the TOOLS array, including name, description, and input schema definition.{ name: "up_list_accounts", description: "List all accounts for the authenticated user. Returns account balances, types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership information.", inputSchema: { type: "object", properties: { accountType: { type: "string", enum: ["SAVER", "TRANSACTIONAL", "HOME_LOAN"], description: "Filter by account type", }, ownershipType: { type: "string", enum: ["INDIVIDUAL", "JOINT"], description: "Filter by ownership type", }, }, }, },
- src/index.ts:123-142 (helper)Core implementation in UpApiClient for listing accounts: builds the API endpoint with optional filters and invokes the generic makeRequest method.async listAccounts(filters?: { accountType?: "SAVER" | "TRANSACTIONAL" | "HOME_LOAN"; ownershipType?: "INDIVIDUAL" | "JOINT"; }): Promise<{ data: AccountResource[] }> { let endpoint = "/accounts"; const params = new URLSearchParams(); if (filters?.accountType) { params.append("filter[accountType]", filters.accountType); } if (filters?.ownershipType) { params.append("filter[ownershipType]", filters.ownershipType); } if (params.toString()) { endpoint += `?${params.toString()}`; } return this.makeRequest(endpoint); }